Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 767 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2022
Institutional positions in Factset Research Systems Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 692
- +7 vs. Q2 2022
- Shares held
- 34.5M
- +586.3K (+1.7%) vs. Q2 2022
- Total value
- $13.8B
- +$766.0M (+5.9%) vs. Q2 2022
- New holders
- 63
- 241 more added
- Sold out
- 56
- 249 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 3,928 | $1.57M | 1.05% | +7+0.2% | Added |
| Ossiam | 3,960 | $1.58M | 0.05% | +856+27.6% | Added |
| Ameritas Investment Partners, Inc. | 3,968 | $1.59M | 0.07% | +350+9.7% | Added |
| Eads & Heald Wealth Management | 3,986 | $1.59M | 0.90% | −135−3.3% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $1.60M | 0.29% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 4,000 | $1.60M | 0.03% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 4,016 | $1.61M | 1.82% | +8+0.2% | Added |
| Glenmede Trust Co NA | 4,029 | $1.61M | 0.01% | +627+18.4% | Added |
| Seeyond | 4,073 | $1.63M | 0.20% | +1,538+60.7% | Added |
| Taylor Frigon Capital Management LLC | 4,073 | $1.63M | 0.85% | −29−0.7% | Reduced |
| Ritholtz Wealth Management | 4,085 | $1.63M | 0.09% | +4,085 | New |
| Richard Bernstein Advisors LLC | 4,105 | $1.64M | 0.04% | −1,376−25.1% | Reduced |
| First Hawaiian Bank | 4,124 | $1.65M | 0.06% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,305 | $1.72M | 1.82% | +104+2.5% | Added |
| GWM Advisors LLC | 4,315 | $1.73M | 0.03% | −498−10.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,374 | $1.75M | 0.01% | +4,374 | New |
| Susquehanna International Group, LLP | 4,412 | $1.76M | 0.00% | −1,577−26.3% | Reduced |
| Czech National Bank | 4,414 | $1.77M | 0.05% | +4,414 | New |
| Winton Group Ltd | 4,439 | $1.78M | 0.12% | −1,596−26.4% | Reduced |
| Profit Investment Management, LLC | 4,443 | $1.78M | 1.36% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,261 | $1.79M | 0.41% | −375−8.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,479 | $1.79M | 0.10% | +1,795+66.9% | Added |
| Natixis Investment Managers International | 4,517 | $1.81M | 0.14% | +2,225+97.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,535 | $1.81M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,585 | $1.83M | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 4,529 | $1.84M | 0.52% | −5−0.1% | Reduced |
| Nissay Asset Management Corp | 4,609 | $1.84M | 0.02% | −3,311−41.8% | Reduced |
| Captrust Financial Advisors | 4,630 | $1.85M | 0.01% | +1,478+46.9% | Added |
| Logan Capital Management Inc | 4,852 | $1.94M | 0.12% | +30+0.6% | Added |
| Kesler, Norman & Wride, LLC | 4,884 | $1.95M | 0.54% | −50−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,902 | $1.96M | 0.02% | −20,647−80.8% | Reduced |
| APG Asset Management N.V. | 4,903 | $2.00M | 0.01% | +600+13.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,006 | $2.00M | 0.27% | +45+0.9% | Added |
| JustInvest LLC | 5,008 | $2.00M | 0.09% | +244+5.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,014 | $2.01M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,015 | $2.01M | 0.01% | +347+7.4% | Added |
| Van Eck Associates Corp | 5,054 | $2.02M | 0.01% | +293+6.2% | Added |
| Alberta Investment Management Corp | 5,100 | $2.04M | 0.02% | −800−13.6% | Reduced |
| 2Xideas AG | 5,103 | $2.04M | 0.22% | +5,103 | New |
| Bokf, NA | 5,124 | $2.05M | 0.04% | −504−9.0% | Reduced |
| Aurora Investment Managers, LLC. | 5,199 | $2.08M | 2.07% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,206 | $2.08M | 0.09% | −3,738−41.8% | Reduced |
| Handelsbanken Fonder AB | 5,251 | $2.10M | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 5,256 | $2.10M | 0.61% | −20−0.4% | Reduced |
| Mutual of America Capital Management LLC | 5,257 | $2.10M | 0.03% | +91+1.8% | Added |
| Kensington Investment Counsel, LLC | 5,280 | $2.11M | 1.78% | +24+0.5% | Added |
| New York Life Investment Management LLC | 5,356 | $2.14M | 0.03% | +26+0.5% | Added |
| Texas Permanent School Fund | 5,374 | $2.15M | 0.03% | +369+7.4% | Added |
| Acadian Asset Management LLC | 5,461 | $2.19M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,555 | $2.22M | 0.02% | +37+0.7% | Added |
| First Republic Investment Management, Inc. | 5,689 | $2.28M | 0.01% | −1,470−20.5% | Reduced |
| Yousif Capital Management, LLC | 5,851 | $2.34M | 0.03% | −2,097−26.4% | Reduced |
| Wellington Management Group LLP | 5,853 | $2.34M | 0.00% | −71,662−92.4% | Reduced |
| IFM Investors Pty Ltd | 5,876 | $2.35M | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,932 | $2.37M | 0.11% | +202+3.5% | Added |
| ING Groep NV | 5,953 | $2.38M | 0.04% | −1,178−16.5% | Reduced |
| Coastline Trust Co | 5,970 | $2.39M | 0.38% | −1,560−20.7% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.40M | 0.67% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,021 | $2.41M | 0.00% | +1,648+37.7% | Added |
| Comerica Bank | 5,888 | $2.42M | 0.02% | −1,622−21.6% | Reduced |
| NewEdge Wealth, LLC | 6,078 | $2.43M | 0.12% | +276+4.8% | Added |
| PGGM Investments | 6,090 | $2.44M | 0.04% | +6,090 | New |
| Hussman Strategic Advisors, Inc. | 6,200 | $2.48M | 0.43% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,272 | $2.51M | 0.03% | −2,262−26.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,395 | $2.56M | 0.02% | +64+1.0% | Added |
| DuPont Capital Management Corp | 6,454 | $2.58M | 0.15% | −1,003−13.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,500 | $2.60M | 0.49% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,520 | $2.61M | 0.00% | −291−4.3% | Reduced |
| Mackenzie Financial Corp | 6,645 | $2.66M | 0.00% | −822−11.0% | Reduced |
| Birch Capital Management, LLC | 6,663 | $2.67M | 2.01% | −22−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 6,745 | $2.70M | 0.05% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,824 | $2.73M | 0.05% | +23+0.3% | Added |
| NewSquare Capital LLC | 6,880 | $2.75M | 0.34% | +6,880 | New |
| Vestmark Advisory Solutions, Inc. | 6,928 | $2.77M | 0.15% | +1,305+23.2% | Added |
| Wolf Group Capital Advisors | 6,989 | $2.80M | 1.53% | −72−1.0% | Reduced |
| Interval Partners, LP | 7,000 | $2.80M | 0.17% | +7,000 | New |
| ProShare Advisors LLC | 7,097 | $2.84M | 0.01% | −708−9.1% | Reduced |
| Catalyst Capital Advisors LLC | 7,125 | $2.85M | 0.11% | −200−2.7% | Reduced |
| Stiles Financial Services Inc | 7,315 | $2.93M | 1.78% | −28−0.4% | Reduced |
| Sepio Capital, LP | 7,373 | $2.95M | 0.29% | −448−5.7% | Reduced |
| Prospera Financial Services Inc | 7,374 | $2.95M | 0.15% | +62+0.8% | Added |
| Tredje AP-fonden | 7,479 | $2.99M | 0.06% | +7,479 | New |
| Public Sector Pension Investment Board | 7,545 | $3.02M | 0.03% | +3,900+107.0% | Added |
| Xponance, Inc. | 7,726 | $3.09M | 0.06% | +495+6.8% | Added |
| Brown Advisory Inc | 7,856 | $3.14M | 0.01% | −16−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,865 | $3.15M | 0.13% | +3,910+98.9% | Added |
| Strategic Global Advisors, LLC | 7,888 | $3.16M | 0.53% | −311−3.8% | Reduced |
| Evoke Wealth, LLC | 7,926 | $3.17M | 0.13% | −167−2.1% | Reduced |
| Coastal Bridge Advisors, LLC | 8,021 | $3.21M | 0.86% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 8,136 | $3.25M | 0.08% | +8,136 | New |
| Great Lakes Advisors, LLC | 8,413 | $3.37M | 0.07% | +93+1.1% | Added |
| Putnam Investments LLC | 8,571 | $3.43M | 0.01% | −945−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,581 | $3.43M | 0.06% | +2,952+52.4% | Added |
| Adage Capital Partners GP, L.L.C. | 8,700 | $3.48M | 0.01% | −95,800−91.7% | Reduced |
| Eukles Asset Management | 8,841 | $3.54M | 2.32% | −114−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 8,950 | $3.58M | 0.10% | +4,150+86.5% | Added |
| Oregon Public Employees Retirement Fund | 8,961 | $3.58M | 0.05% | −753−7.8% | Reduced |
| EHP Funds Inc. | 9,020 | $3.61M | 0.79% | +400+4.6% | Added |
| Somerset Trust Co | 9,062 | $3.63M | 1.69% | +30+0.3% | Added |
| Zacks Investment Management | 9,153 | $3.66M | 0.06% | −111−1.2% | Reduced |